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Building 2SWMG HOLDINGS, LLC

Map pinATLANTA, GA
Phone678-932-2500
NotebookSEC #801-109974
Total AUM
$428.5M
Employees
8
Clients
464

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 GALLERIA PARKWAY
SUITE 1100
ATLANTA
GA 30339
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
678-932-2500

ReceiptFinancials

Total AUM
$428.5M
Accounts
1,311
Discretionary
$428.5M
Accounts
1,311
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
359
AUM
$199.4M
HNW Individual Clients
105
AUM
$229.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGAILLANCSCTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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